Kristin Harad, Author at Kristin Harad - Financial Advisor Marketing

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

The life of an independent financial advisor can be both challenging and rewarding. The more passionate you are about your work, the more likely you are to take on extra tasks and log longer hours. Burning the candle at both ends may result in a productivity boost for awhile, but…

Kristin HaradJune 12, 2017

Featured Marketing

How to Fix Your Financial Planning Web Site to Make More Money

Put on your shoes. Find your bus pass. Get your backpack. These instructions on my pre-teen son’s morning task list spell out exactly what actions he must take to get out the door on time and prepared. While I would prefer that he figure it out for himself, I realize that…

Kristin HaradJune 7, 2017

Featured Marketing

The Solo Advisor’s 3-Pronged Approach to Reduce Your Effort and Gain More Hours, Energy and Yield

Solo financial advisors and smaller RIA firm owners: Help is on the way! As you increase your revenue in your financial planning business, you have more profits to invest in your support system. This means you can set yourself up to scale while reducing or redirecting your personal effort in the…

Kristin HaradMay 31, 2017

Featured Marketing

Financial Planner Marketing Metrics: What’s on Your Dashboard?

To make informed, confident decisions about directing your resources for your financial planning firm you must set and measure against metrics. Tracking marketing metrics not only reinforces singular focus as you hone in on improving specific numbers, it also reveals how well you are performing. And that may be an…

Kristin HaradMay 24, 2017

Featured Success Values

Do You Align Your Actions with Your Values? Try this one-page template.

I've always been a big fan of leading with values. After all, how are you supposed to decide what choices make sense if you do not have absolute clarity on what matters most to you? You may use values-oriented exercises with your clients to help develop a meaningful financial plan…

Kristin HaradMay 19, 2017

Featured Marketing

Decision Making Made Easy with Direct Marketing Basics

As an independent financial planner trying to do it all, you may wonder where to invest your effort in marketing for the best outcome and how to know if a particular outlet makes sense for your business. Make your decision easy by returning to the basic tenets of direct marketing.…

Kristin HaradMay 17, 2017

Featured Marketing

4 Ways Independent Financial Advisers Can Increase Revenue

Financial planners and advisers often describe marketing as the act of attracting “leads” to your firm whom you can then sell on becoming a client. With this myopic view you will miss out on multiple (and perhaps easier) ways to make more money in your business. Marketing is so much more…

Kristin HaradMay 10, 2017

Uncategorized

5 Ways to Keep Moving Forward

Self-employment brings with it freedom and flexibility, but it also presents a host of new challenges. As an independent financial advisor, there may be times when you find yourself feeling overwhelmed or unsure of how to stay focused and energized. Whether you’ve been in the game for awhile, or you’re…

Kristin HaradMay 8, 2017

Featured Marketing

Niche Isn’t Enough: How Financial Planners Need to Market Now

For the past decade I’ve listened as financial advisers tell me they are afraid if they pick a niche and speak to one target audience, they will lose out on opportunities. Financial planners get nervous about pigeonholing themselves, so they keep their options open, and do not commit to the…

Kristin HaradMay 4, 2017

Marketing

The Easiest Task to Check Off Your Marketing To-Do List before Year End

If you have clarity on your target audience, a web site that speaks to them, and a lead magnet to capture visitors to your site, you have a solid foundation for executing a successful marketing plan. One last foundation element to check off is to claim and tailor your online listings…

Kristin HaradDecember 15, 2016

Kristin Harad

6 Ways to Beat Stress When You Run Your Own Financial Planning Firm

How to Fix Your Financial Planning Web Site to Make More Money

The Solo Advisor’s 3-Pronged Approach to Reduce Your Effort and Gain More Hours, Energy and Yield

Financial Planner Marketing Metrics: What’s on Your Dashboard?

Do You Align Your Actions with Your Values? Try this one-page template.

Decision Making Made Easy with Direct Marketing Basics

4 Ways Independent Financial Advisers Can Increase Revenue

5 Ways to Keep Moving Forward

Niche Isn’t Enough: How Financial Planners Need to Market Now

The Easiest Task to Check Off Your Marketing To-Do List before Year End

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